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1479 N. Hermitage Rd., Hermitage, PA 16148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| PA | RA | APPROVED | 2021-10-25 |
Branch Locations
259 Veterans Lane Suite 302, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jfs Wealth Advisors, Llc | Doylestown | PA | 09/2021 | 12/2025 |
| Jfs Wealth Advisors, Llc | Doylestown | PA | 06/2021 | 09/2021 |
| Jfs Wealth Advisors, Llc | Doylestown | PA | 05/2020 | 05/2021 |
| Parkops Parking Management | Philadelphia | PA | 05/2019 | 03/2020 |
| Giant Food Stores | Blue Bell | PA | 08/2015 | 04/2019 |
| Plymouth Whitemarsh High School | Plymouth Meeting | PA | 09/2013 | 06/2017 |
| Jfs Wealth Advisors, Llc | Doylestown | PA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-10 |
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